|
1
|
Flow Traders U.S.
New York
|
$3.2M
|
+$3.35M
|
+94,471
|
New
|
|
|
2
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$1.14M
|
-$347K
|
-9,777
|
-22%
|
|
|
3
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$1.03M
|
–
|
–
|
–
|
|
|
4
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$1.01M
|
+$30.8K
|
+869
|
+3%
|
|
|
5
|
Values Added Financial
Washington,
District of Columbia
|
$853K
|
+$411K
|
+11,604
|
+85%
|
|
|
6
|
Lazard Asset Management
New York
|
$790K
|
+$827K
|
+23,341
|
New
|
|
|
7
|
Biltmore Family Office
Charlotte,
North Carolina
|
$652K
|
–
|
–
|
–
|
|
|
8
|
|
$633K
|
+$663K
|
+18,697
|
New
|
|
|
9
|
Crestone Asset Management
Boulder,
Colorado
|
$547K
|
–
|
–
|
–
|
|
|
10
|
Wade Financial Advisory
Campbell,
California
|
$537K
|
+$149K
|
+4,200
|
+36%
|
|
|
11
|
Clarius Group LLC
Seattle,
Washington
|
$462K
|
–
|
–
|
–
|
|
|
12
|
Financial Connections Group
Corte Madera,
California
|
$368K
|
-$73.8K
|
-2,082
|
-16%
|
|
|
13
|
WrapManager Inc
Mill Valley,
California
|
$352K
|
+$6.13K
|
+173
|
+2%
|
|
|
14
|
Congress Wealth Management
Boston,
Massachusetts
|
$340K
|
+$81.2K
|
+2,291
|
+30%
|
|
|
15
|
Old Mission Capital
Chicago,
Illinois
|
$288K
|
+$301K
|
+8,497
|
New
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$270K
|
+$3.15K
|
+89
|
+1%
|
|
|
17
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$231K
|
+$242K
|
+6,831
|
New
|
|
|
18
|
Gould Asset Management
Claremont,
California
|
$226K
|
+$29.2K
|
+825
|
+14%
|
|
|
19
|
Abacus Planning Group
Columbia,
South Carolina
|
$214K
|
+$224K
|
+6,308
|
New
|
|
|
20
|
|
$209K
|
-$82.4K
|
-2,325
|
-27%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$203K
|
-$42.6K
|
-1,203
|
-17%
|
|
|
22
|
MAI Capital Management
Independence,
Ohio
|
$203K
|
+$212K
|
+5,981
|
New
|
|
|
23
|
Financial Insights
Tacoma,
Washington
|
$200K
|
+$2.8K
|
+79
|
+1%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$21K
|
+$4.43K
|
+125
|
+25%
|
|
|
25
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$7.69K
|
–
|
–
|
–
|
|
